Pipefy

Pipefy is the fast and intuitive platform that helps run business processes more effectively. It offers solutions for BPO, shared services, software development, financial services, innovation, sales operations, customer success and service desk. With Pipefy, all your interactions and data will be centralized in one location. You can build customizable and repeatable sales processes for your reps to follow them, automate tedious and routine tasks, monitor your clients' tickets in one place. Qualify leads effectively, keep track of the entire sales pipeline stages, ensure customer onboarding, conduct satisfaction surveys after sales to improve the user experience. Take full control over your sales team productivity with the reports, assign tickets to the right team members, represent tickets in a Kanban view, provide clients with smooth onboarding using automation, increase customer retention, decrease your churn rate, gain insights into customer interaction analysis.

Why integrate Pipefy with SendPulse?

Integrating Pipefy with SendPulse, you no longer need to update your mailing lists manually because Zapier does it for you. After the integration is set up, every new card created in Pipefy will add a subscriber to your SendPulse mailing list automatically. Start market new leads immediately to turn them into your loyal clients. Set up an automation flow to put your lead nurturing strategy into practice.

How do you connect Pipefy to SendPulse?

Integrating Pipefy with SendPulse unites these two simple tools to benefit your business. Just follow these steps:

  • Create  Pipefy account
  • Create a new mailing list in your SendPulse account
  • Make Cloze to SendPulse zap using Zapier with Pipefy integration
  • Set the kind of interaction you want between these two platforms
  • Set the trigger email you want to send to your contacts

See our Knowledge Base to learn more about Zapier integration.

If you have any questions on how to connect Pipefy to SendPulse with the help of Zapier, please feel free to contact us.

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